Navigation

Andrew Wagner, CFP®

Senior Wealth Advisor

Andrew Wagner

Andrew Wagner serves as a Senior Wealth Advisor at Quotient Wealth Partners, where he is dedicated to helping clients achieve their financial goals. With over 15 years of experience in the financial services industry, Andrew has experience working with major financial institutions as well as smaller firms, bringing a wealth of knowledge and experience from both environments. He is CERTIFIED FINANCIAL PLANNER® professional and Whole Family Advisor Associate®, and his holistic approach focuses on a thorough understanding of his clients’ financial situation, but also the psychological dimensions of life’s critical decisions.

In addition to being a CFP®, Andrew holds an Executive Certification in Financial Planning from The Ohio State Fisher School of Business, complementing his Economics degree from DePauw University.

Outside of work, he is an active participant in Running Rivers, a volunteer-led non-profit, through which he harnesses his passion for conservation and the great outdoors. Andrew enjoys fly fishing, golfing, skiing, and traveling. Together with his wife Madeline, he lives in Denver with their daughter, Emilia, and their dog, Drake.

Contact Information

Phone:

(720) 383-6159

Email

andrew.wagner@quotientwealth.com

CRPC® – Chartered Retirement Planning Counselor

The CRPC® designation is a retirement planning credential awarded by the College for Financial Planning to individuals who meet its educational, examination and ethical requirements. Certificants are required to have completed the CRPC Designation Program, a self-taught educational program focused on various pre- and post-retirement needs of individuals.  Recipients are further required to have successfully passed a multiple-choice examination addressing a range of retirement related matters, such as estate planning and asset management. On an ongoing basis, CRPC designees are also required to affirm their adherence to the applicable Code of Ethics and complete at least 16 hours of continuing education every two years.

Ready to start planning for your best life?